Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 21,382 shares of DISV stock, worth $593,136. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,382Holding current value
$593,136% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
306Shares Held
64.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.7 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio